Transfer Credits Wizard
Table of Contents
Transfer Credits Wizard
(Note: This is about the wizard used to transfer credits. To make a transfer, see Transfer Credit. For technical details and settings, see RIO Ed - Transfer Credits List.)
The Transfer Credits Wizard allows user to transfers credits from the Courses previously completed in other institutions, to the Courses in your institution (and contribute to the completion of the Courses).
As of v3.9, Course credits from your university can be transferred (outgoing) to another external university as well.
This wizard can also be made available internally for internal users to apply on behalf of the students.
When the applications have been submitted, the registrar team can review them and decide to approve/reject the credit transfer applications.
The following video showcases how to transfer credits using the wizard:
Important fields
| Field | Description |
| Institute | The external institution where the student completed the Course. If there is an existing external institution (submitted previously), the user can just select it. |
| Transfer Course ID | The Course ID of the Course-to-be-transferred. If there is an existing Course (submitted previously) of the selected Institute above, the user can just select it. |
| Transfer Course Title | The name of the completed Course-to-be-transferred. If the user has selected an existing external Course, this step is not required. |
| Type |
Denotes the type of credit transfer, whether it is a student transferring to your institution (incoming), or your student transferring out (outgoing).
|
| Approved Course | Lookup to the target Course that will receive the credits. |
| Credits Attempted | The credits attempted on the Course-to-be-transferred. |
| Credits Earned | The credits earned from the Course-to-be-transferred. |
| Grade | The grades obtained from the Course-to-be-transferred. |
| Start Date | The date that this Course begins. |
| Completed Date | The date that this Course ends. |
| Term | The Term to assign this Course to. |
| PE Group | The PE Group to assign this Course to. Can be used to manually assign a Course to, if there is no equivalent Course for a direct/automatic transfer. |